University of New Hampshire

Monday, November 17, 2008
8 a.m.-4:30 p.m. • CRN 15874
Center of New Hampshire/Radisson Hotel, Manchester

sponsored by
UNIVERSITY OF NEW HAMPSHIRE
Professional Development & Training
in cooperation with
Internal Revenue Service
Northeast Area, Office of Stakeholder Liaison

CONCURRENT SESSIONS LED BY EXPERTS FROM GOVERNMENT AND BUSINESS
Get updates on new tax laws and procedures and review other related topics.

Sessions

FEDERAL TAXES

Learn about new tax legislation and selected high impact tax issues that may have a significant effect on your individual clients. Tax planning opportunities will also be covered.
Speaker: Anthony L. Olson, CPA, Keene, NH.

The first part of this session will examine new tax legislation, regulations, court cases and IRS guidance that impact small businesses. The second part will cover IRS Appeals procedures and frequently encountered legal issues.
Speaker: Richard A. Sweeney, Appeals Officer, IRS.

Ed McMahon is a hard working, well respected spokesperson, author, and actor with a long and successful career. Suddenly, at age 85, he is injured, can’t work, and is facing a mountain of unpaid bills and possible bankruptcy. Financial trouble can hit anyone, at any age, regardless of experience or occupation. What must you as a tax professional know about financial distress? What are the tax issues in cancelled debt, foreclosures, repossessions, and bankruptcy? What do you do when unpaid taxes are part of the problem?
Speaker: John C. Walker, E.A., J. Walker & Company, LLC, Concord, NH.

Learn about new IRS policies, practices, and procedures. There will be a focus on smallwares and tip reporting for the restaurant and hospitality businesses. Additional topics will include Earned Income Tax Credit due diligence as well as other key issues.
Speakers: Wendy Campbell and Mary Hanson, Senior Stakeholder Liaisons, IRS.

STATE TAXES

The first half of this session will be preented by a representative of the NH Dept. of Revenue Admin. who will outline tax form changes, common filing errors, and discuss any tax law or administrative rules changes made in the 2008 legislative sessions. The second half will be presented by a representative of the MA Dept. of Revenue who will discuss developments in Massachusetts laws, programs, and procedures for tax year 2008.
Speakaers: Robin Paveglio, NH Dept. of Revenue Administration, and George Barresi, MA Dept. of Revenue

Representatives from VT and ME tax state agencies will discuss developments in their laws, programs, and procedures for tax year 2008.
Speakers: Gloria Hobson, VT Dept. of Revenue, and Christina Ward, ME Revenue Services

Tracks

Track 1: Individual Tax Issues
NH and MA State Taxes
VT and ME State Taxes
Small Business Tax Law Update
Track 2: Individual Tax Issues
VT and ME State Taxes
NH and MA State Taxes
If It Can Happen to Ed...
Track 3: If It Can Happen to Ed...
IRS Key Messages
NH and MA State Taxes
Individual Tax Issues
Track 4: Small Business Tax Law Update
NH and MA State Taxes
IRS Key Messages
Individual Tax Issues

General Information

Who Should Attend

This Institute is designed for professional tax practitioners, tax preparers, accountants, bookkeepers, attorneys, paralegals, and others who need to keep abreast of the constantly changing federal tax laws and regulations.

An Annual Program

More than 200 practitioners participated last year in the UNH/IRS Tax Practitioner Institute. Annual attendance makes it possible for participants to stay current with the many changes in the federal and state tax laws.

Instructors

Instructors for the Institute are local tax professionals and tax specialists from the Internal Revenue Service and the states of Maine, Massachusetts, Vermont and New Hampshire Departments of Tax and Revenue Administration.

Format

Four tracks will be offered to participants during the Institute. This allows you to select the topics most appropriate to your needs. On the registration form, please indicate the track you wish to attend. Registrations will be accepted on a first-come, first-serve basis. We will make every effort to place you in your preferred track, but if space becomes unavailable, you will be assigned to another track.

Special Materials

Institute participants will receive a reference manual for use during the Institute and afterwards. The manual is designed for the 2008 filing season and will be distributed only at the Institute. It will not be mailed. IRS publications will be provided if available.

CPE Credit

If you are a member of the N.H. Assn. of Public Accountants or the N.H. Society of Certified Public Accountants and you wish to obtain CPE (continuing professional education) credit for the Institute, you must submit a certificate of attendance to the N.H. Board of Accountancy who will review your request. One CPE credit will be awarded per hour of instruction.

Cost and Refund Policy

Tuition is $179 if registration is received by November 1 . Registrations postmarked or received after November 1 are $199. Withdrawals received prior to November 7 are subject to a $25 processing fee. Withdrawals postmarked or received between Nov. 7-10 are subject to a $75 meal and materials charge. No refunds after November 10, 2008.

What Cost Includes

The Institute charge includes instruction, reference manual, lunch, coffee breaks, and reduced parking.

Directions and Parking

The Tax Institute will be held at the Center of New Hampshire/Radisson Hotel at 700 Elm Street in downtown Manchester. Manchester is located approximately 47 miles west of Portsmouth and 18 miles south of Concord, N.H.
• From Portsmouth, take Rte. 101 west to Rte. 293 (Manchester). Take Exit 5 (Granite Street). Bear right on Granite Street.
• From Concord, take Rte. 93 south to Rte. 293 south. Take the Amoskeag Bridge exit (across river) to Elm Street. Turn right on Elm Street. Follow Elm Street until you come to the Center on the right.
• From Boston, take Rte. 93 north to Rte. 293 north (Manchester). Take Exit 5 (Granite Street). Bear right on Granite Street.
• The parking garage can be entered either from the Elm Street or Granite Street entrances.
• Park in the Center’s parking garage. Parking tickets will be issued at registration. These tickets should be presented to the garage attendant when leaving in order to have parking fees reduced for the day.

Inclement Weather

Only in the event of a major storm will the Institute be cancelled. Radio announcements will be broadcast on: Manchester stations, WGIR, WZID; Concord, WEVO; Dover, WOKQ; and Portsmouth, WHEB. For further information contact the hotel at (603) 625-1000.

Overnight Accommodations

Hotel reservations can be made by calling the Center of New Hampshire at (603) 625-1000.

For More Information

Disclaimer of Endorsement

Reference to or presence of any specific commercial product, process, or service by trade name, or otherwise, in this publication or at the event does not constitute or imply its endorsement, recommendation, or favoring by the Internal Revenue Service or UNH.

Registration

How to Register

On the Web: Click here to complete an online registration form.
By phone. Call (603) 862-2015 or 1 (800) 313-5327 with VISA, MasterCard, or Discover.
By fax. Click here to download a pdf version of the registration form that you can fill in and fax with credit card information to (603) 862-0655.
By mail. Click here to download a pdf version of the registration form that you can fill in and mail with payment to UNH Registration, 11 Garrison Ave., Durham, NH 03824

Register early!
Register on the Web or call 1 (800) 313-LEARN or (603) 862-2015
with your VISA, MasterCard, or Discover card information.
You can also register by mail or fax.

At-a-Glance